Wall Street Games Out a ‘No Landing’ in Era of Stock Turbulence

  • Equities swerve as hot inflation reading confounds strategists
  • Markets pricing more rate hikes along with resilient economy

A trader works on the floor of the New York Stock Exchange.

Photographer: Michael Nagle/Bloomberg
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Renewed pressure on the Federal Reserve to intensify its inflation battle in the grip of a still-resilient economy is forcing Wall Street pros to rethink the stock-trading landscape.

After a worrisome report on consumer prices landed Tuesday, bond investors amped up expectations that interest rates will move past 5% and stay there. The two-year Treasury yield surged anew, with bets on rate cuts later this year all but vanishing — a turnaround from dovish wagers placed just weeks ago.